WAG
Wiser Advisor Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-77
| Closed | -$20.8K | – | 87 |
|
|
2025
Q1 | $20.8K | Hold |
77
| – | – | 0.03% | 144 |
|
|
2024
Q4 | $25.9K | Hold |
77
| – | – | 0.04% | 135 |
|
|
2024
Q3 | $21.1K | Sell |
77
-1
| -1% | -$275 | 0.03% | 150 |
|
|
2024
Q2 | $19.8K | Buy |
78
+1
| +1% | +$254 | 0.03% | 149 |
|
|
2024
Q1 | $23.2K | Hold |
77
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $20.3K | Buy |
+77
| New | +$20.3K | 0.03% | 148 |
|